Associate Advisor - Humboldt - Steinbachonline

Description

About Us

Tamarack Financial Solutions Ltd. is a proud advisory team representing Sun Life, committed to helping clients build brighter financial futures. We provide personalized financial planning, insurance solutions, and investment guidance with a client-first approach. As our practice continues to grow, we are seeking an Associate Advisor to join our team and support our expanding client base in the Humboldt region.

About the Role

The Associate Advisor will work closely with our lead advisors to deliver exceptional client service, support financial to the overall success of the practice. This role is ideal for someone passionate about financial services, relationship-building, and long-term career growth within the insurance and investment industry.

Key Responsibilities

• Assist advisors with client meetings, needs assessments, and planning preparation
• Support clients with insurance, investment, and financial planning inquiries
• Conduct follow-ups, prepare documentation, and maintain client files
• Participate in business development activities and community networking
• Deliver excellent client service with professionalism and integrity

Qualifications (Preferred but not Limited To)

• Experience in the insurance and/or financial services industry
education in business, finance, commerce, or a related field

• Life License Qualification Program (LLQP) and Mutual Fund licensing are strong assets
• If not currently licensed, these can be completed after hiring with our support
• Strong communication, interpersonal, and organizational skills
• High level of integrity and commitment to client care
• Ability to work independently and as part of a team
• Comfort with technology and financial planning software

What We Offer

• Training, mentorship, and licensing support
• A supportive and collaborative team environment
• Opportunities for professional growth and long-term advancement
• Meaningful work helping clients achieve financial security and confidence
• Full administrative, compliance and regulatory support

How to Apply

Please submit your resume a brief cover letter outlining your interest in the role directly to Megan Ulvild at

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Tamarack Financial Solutions Ltd.
Phone: